If you want to automatically extract the sender’s email, name, files, documents, and calendar invites from your emails and save them to your monday.com board, you can use the Extract app from the Apps Marketplace. With Extract, you can easily streamline your CRM or Helpdesk workflows by automatically saving important information from your emails to your monday.com board.
To set up automatic email extraction with Extract, follow these steps:
“When a new item is created using email, save the Sender name and email address as item.”
Once you have set up the Gmail integration, any new email that comes to your connected email address will be automatically added to your monday.com board. This allows you to easily track and manage your emails and contacts, and streamline your CRM or Helpdesk workflows. By automatically adding emails to your board, you can save time and effort, and focus on providing excellent customer service.